See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,095 | $142,344+2.6% | $119,609+22.1% | $134,475+8.6% |
| Participation rate | 60.9% | 82.8%-21.9pp | 79.3%-18.4pp | 81.2%-20.4pp |
| Annual return | -19.09% | -12.44%-6.6pp | -14.97%-4.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,149 | $6,469-4.9% | $5,602+9.8% | $6,400-3.9% |
| Admin fee / account holder | $604 | $13,584-95.6% | $10,323-94.2% | $11,426-94.7% |